TD Private Client Wealth’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.71M | Sell |
13,869
-4,119
| -23% | -$509K | 0.04% | 265 |
|
2025
Q1 | $2.15M | Sell |
17,988
-1,443
| -7% | -$173K | 0.06% | 212 |
|
2024
Q4 | $2.43M | Sell |
19,431
-797
| -4% | -$99.6K | 0.07% | 203 |
|
2024
Q3 | $2.5M | Sell |
20,228
-1,607
| -7% | -$199K | 0.07% | 211 |
|
2024
Q2 | $2.48M | Buy |
21,835
+118
| +0.5% | +$13.4K | 0.08% | 193 |
|
2024
Q1 | $2.57M | Sell |
21,717
-140
| -0.6% | -$16.6K | 0.08% | 191 |
|
2023
Q4 | $2.49M | Sell |
21,857
-1,477
| -6% | -$168K | 0.09% | 185 |
|
2023
Q3 | $2.36M | Sell |
23,334
-459
| -2% | -$46.3K | 0.1% | 178 |
|
2023
Q2 | $2.55M | Buy |
23,793
+134
| +0.6% | +$14.4K | 0.11% | 185 |
|
2023
Q1 | $2.43M | Sell |
23,659
-315
| -1% | -$32.4K | 0.11% | 189 |
|
2022
Q4 | $2.42M | Sell |
23,974
-3,843
| -14% | -$387K | 0.11% | 184 |
|
2022
Q3 | $2.5M | Buy |
27,817
+2,073
| +8% | +$187K | 0.13% | 166 |
|
2022
Q2 | $2.43M | Sell |
25,744
-2,951
| -10% | -$279K | 0.12% | 184 |
|
2022
Q1 | $3.15M | Sell |
28,695
-837
| -3% | -$91.8K | 0.13% | 168 |
|
2021
Q4 | $3.27M | Sell |
29,532
-349
| -1% | -$38.6K | 0.14% | 163 |
|
2021
Q3 | $3.08M | Buy |
29,881
+664
| +2% | +$68.4K | 0.13% | 173 |
|
2021
Q2 | $3.08M | Sell |
29,217
-4,891
| -14% | -$515K | 0.13% | 170 |
|
2021
Q1 | $3.48M | Sell |
34,108
-5,635
| -14% | -$574K | 0.16% | 151 |
|
2020
Q4 | $3.43M | Sell |
39,743
-3,733
| -9% | -$322K | 0.17% | 135 |
|
2020
Q3 | $2.93M | Sell |
43,476
-2,944
| -6% | -$199K | 0.16% | 132 |
|
2020
Q2 | $3.09M | Buy |
46,420
+5,640
| +14% | +$375K | 0.18% | 124 |
|
2020
Q1 | $2.24M | Buy |
40,780
+1,084
| +3% | +$59.5K | 0.16% | 132 |
|
2019
Q4 | $3.39M | Buy |
+39,696
| New | +$3.39M | 0.2% | 123 |
|